Lathrop Investment Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-670	Closed	-$351K	–	89
2025 Q1	$351K	Buy	670 +93	+16%	+$48.7K	0.07%	70
2024 Q4	$292K	Buy	+577	New	+$292K	0.06%	74